Statement-to-savings in one screen
Upload a statement, see effective rate and projected savings against your offer. Take it straight into the next meeting.
Built for payment sales reps
The payment sales CRM built for agents who sell card processing every day.
Selling card payments has its own rhythm — cold visits, statement asks, savings analyses, application packs, switching dates, residuals. A generic sales CRM doesn't understand any of it. Closerr is the payment sales CRM that does. Every screen, field and report is tuned to the way card processing actually gets sold in the UK.
What you get out of the box
Payment sales reps at ISOs, ISVs, acquirer reseller programmes, EPOS distributors and independent payment consultancies use Closerr to run a faster, cleaner, more profitable book.
Pipeline stages for payments
Stages map to the real journey: lead, statement received, proposal sent, application pack, board approval, live.
Application status tracking
Know which apps are stuck, which are at the acquirer, and which are live — without chasing the back office.
Residual + bonus tracking per rep
Every rep sees their projected residuals, signing bonuses and tiered commission accruals as the month progresses.
Postcode visit planner
Build tomorrow morning's route from a postcode in seconds. Sequenced by drive time, not by guesswork.
Lead and contact capture from a business card
Snap a card, the lead is in the CRM. No retyping, no lost prospects on a windscreen pile.
Why this matters
Payment sales is a long game. The rep who looks after their book for three years earns ten times the rep who churns through cold visits and forgets the merchants they signed last quarter. A real payment sales CRM makes the book the centre of the product — not an afterthought. Closerr is structured exactly that way: today's visits in one tap, this month's residuals on the dashboard, and every signed merchant a single search away. The same product, framed for independent consultants, is documented on our CRM for payment consultants page.
Frequently asked questions
What is a payment sales CRM?
A payment sales CRM is a sales tool designed for reps and agents selling card payment processing. It handles lead capture, statement analysis, deal pipeline, application tracking, signed-merchant management and residual income tracking — workflows generic CRMs do not understand.
Can Closerr handle ISO / ISV / acquirer rep structures?
Yes. The product supports hierarchical teams, regional structure, owner/manager/rep roles, configurable commission splits and per-rep residual books — the structures that ISO and acquirer reseller programmes actually use.
Does Closerr replace my spreadsheet?
Yes — and more importantly, it gives you a single source of truth that survives staff changes, lost laptops, broken formulas and the inevitable copy-paste errors of running a payments book in Excel.
Related capabilities
Closerr is one product, many entry points. Explore the parts that match your team.
Ready to run a faster sales operation?
Start a free trial. Closerr is mobile-first, web-ready, and works for solo agents or full reseller teams. No card required to look around.